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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,131 | $72,177+196.7% | $115,037+86.1% | $59,632+259.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.62% | 12.02%-14.6pp | 26.14%-28.8pp | 2041.32%-2043.9pp |
| Employer contribution / active EE | $8,851 | $2,841+211.5% | $4,608+92.1% | $2,203+301.9% |
| Participant deferral / active EE | $6,602 | $4,783+38.0% | $6,026+9.5% | $3,192+106.8% |
| Admin fee / account holder | $1,312 | $4,927-73.4% | $8,175-84.0% | $4,297-69.5% |